Financial Analyst

POSITION SUMMARY

Responsible for assisting management in performing analysis and the development of companywide operating and capital budgets, long-term financial plans, cost of service, pricing, and other finance related tasks such as performing expense, revenue, and budgetary analyses. Provides reporting, continuous and accurate information, and real time data. Compiles data, analyses, forecasts, and appropriate schedules as required. Assists in maintenance of JEA policies, agreements, tariffs, and other documentation as it relates to finance. Develops a variety of financial reports and analyses for JEA management, the Senior Leadership Team, and Board of Directors. Collaborates and communicates with individuals across all levels of the organization.

DUTIES & RESPONSIBILITIES

• May assist in the development of: Operating & Capital budgets, Long-term financial plans, Cost of Service studies, Pricing, Treasury and Cash Operations and/or other accounting matters.
• Collects and analyzes information; interviews subject matter experts (SMEs) and uses knowledge of business systems to develop solutions to business problems.
• Develops and maintains computer spreadsheet models, data mining, and databases to support analysis.
• Analyzes data to discover patterns or discrepancies and presents findings and recommendations to management.
• Prepares ad hoc financial analysis, variance reports, forecasting, and financial projection models.
• Ensures procedures include appropriate internal controls.
• Maintains accounting and financial documents for reporting purposes by reviewing and/or preparing financial transactions to ensure that transactions are processed in accordance with policy, applicable laws and regulations, and sound business practices.
• Develops and maintains pricing related documentation to ensure its in accordance with policy, applicable laws and regulations, and sound business practices.
• Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement.
• Analyzes issues to identify impact on current work processes and suggests alternatives, as appropriate.
• Tracks and collects performance information and data for reporting and planning processes.
• Provides internal consulting services to assigned process organization(s).
• Prepares and delivers presentations to internal and external stakeholders.
• Stays abreast of current on industry trends, continuously develops professional knowledge, and understands/utilizes best practices for finance. and complies with local, state and federal legal requirements by studying existing and new legislation,
• Operates standard office equipment and uses required software applications.
• Models' safe behavior and adheres to JEA's safety and wellness goals.
• Performs other job-related work as assigned.

EDUCATION: A bachelor's degree in finance, accounting, business, economics, or other related discipline

EXPERIENCE: Three (3) years of professional experience with budget, economic or financial analysis; experience in the utility business or governmental budgeting/accounting preferred

Or an equivalent combination of education, experience and/or training

LICENSES/CERTIFICATIONS/REGISTRATIONS: None

The minimum salary for this position is $62,100-$82,800 annually. Compensation will be determined based on education, licenses, certifications, skills, experience, and alignment with salaries for similar roles within the organization.

PHYSICAL REQUIREMENTS

Sitting

Up to 8 hours per day

Lifting

Up to 2 hours per day

Walking

Up to 5 hours per day

Up to 50 max. pounds **

Standing

Up to 3 hours per day

Pushing

Up to 1 hour per day

Bending

Up to 3 hours per day

Up to 50 max. pounds**

Squatting

Up to 2 hours per day

Pulling

Up to 1 hour per day

Stooping

Up to 2 hours per day

Up to 50 max. pounds**

Reaching

Up to 2 hours per day

Climbing

Up to 1 hour per day

Balancing

Up to 1 hour per day

Stairs

Up to 1 hour per day

Twisting

Up to 1 hour per day

Ladder

Up to 1 hour per day

Crawling

Will not generally apply

Equipment

Will not generally apply

Kneeling

Will not generally apply

Outdoors

Will not generally apply

Unusual hearing or vision demands:

None

Other physical demands or notes:

**JEA employees should not attempt to lift, pull or push any load in excess of 50 lbs., without assistance. Care should always be taken when lifting, pushing or pulling in an awkward position